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tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹171 Cr ₹2734 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 17 Jul 2021 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III CRISIL Medium Duration Fund CIII Index
Turn Over 40% 78%
Expense Ratio 1.15 1.56
Manager Krishna Venkat Cheemalapati Dhaval Joshi
ISIN Code INF205KA1379 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.45% 0.64%
6 Month 2.21% 3.9%
1 Year 7.32% 11.3%
3 Year 7.22% 9.65%
5 Year - 12.51%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 0.89% 1.75%
1 Year 6.01% 9.81%
3 Year 7.17% 10.52%
5 Year - 11.79%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 6.36% 9.4%
3 Year 5.48% 10.06%
5 Year - 8.84%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.45% 1.71%
Sharp 0.30% 1.57%
Beta 1.19% 0.86%
Alpha -1.00% 1.67%

Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Krishna Venkat Cheemalapati Dhaval Joshi
Total AUM ₹24743 Cr ₹361932 Cr
Funds Managed 19 55
Invesco India Medium Duration Fund - Regular - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 95.66
Real Estate - 1.8
Financial Services - 0.81
Industrials - 1.18
Utilities - 0.55

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